Update quotation and order status in sales workbook rows
Update quotation and order status in sales workbook rows
Your quotation rows go stale when webhook status updates arrive, which delays fulfillment and billing. It keeps your sales workbook current and reconciled same day.
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Overview
When quotation statuses arrive as events, your order book can fall out of date and decisions stall. This workflow turns incoming status hooks into updated sales rows, so sales managers and finance see accepted, ordered, and fulfilled statuses reflected same day.